See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,158 | $209,336-57.4% | $197,124-54.8% | $137,256-35.0% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 20.12% | 48.09%-28.0pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,621 | $6,591-60.2% | $6,227-57.9% | $4,156-36.9% |
| Participant deferral / active EE | $8,040 | $9,614-16.4% | $9,135-12.0% | $6,407+25.5% |
| Admin fee / account holder | $100 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |